What to expect during your appointment:
During this phone appointment we will get an understanding of your wealth management needs. We will provide answers to your general questions and provide next steps that best fit your situation. We will determine whether a face-to-face appointment with one of our FAIRWINDS Financial Advisors available through CUSO Financial Services, L.P.* is appropriate, and an appointment may be scheduled at a date and time most convenient for you.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS), registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. FAIRWINDS Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.